IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,304
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.49M
3
+$6.68M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.45M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$6.38M

Top Sells

1
+$19.7M
2
+$19.5M
3
+$18.1M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$16.3M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$7.59M

Sector Composition

1 Technology 8.55%
2 Financials 4.3%
3 Consumer Discretionary 3.64%
4 Industrials 2.95%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$718K 0.03%
28,430
+1,932
502
$715K 0.03%
25,013
-1,300
503
$714K 0.03%
2,748
-84
504
$708K 0.03%
10,043
-43
505
$705K 0.03%
5,138
-447
506
$704K 0.03%
3,021
507
$704K 0.03%
5,341
+124
508
$701K 0.03%
4,338
+2,511
509
$699K 0.03%
19,096
510
$695K 0.03%
+9,786
511
$692K 0.03%
5,635
+40
512
$691K 0.03%
4,352
-20
513
$691K 0.03%
32,142
514
$689K 0.03%
83,557
-2,896
515
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4,263
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516
$687K 0.03%
8,014
517
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37,413
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518
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519
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4,918
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520
$684K 0.03%
51,469
-5,562
521
$678K 0.03%
27,476
+209
522
$676K 0.03%
14,540
-5,113
523
$675K 0.03%
5,681
-375
524
$672K 0.03%
8,182
+1,443
525
$671K 0.03%
8,580
+5,334
19 20
21
22 23